Financial Advisor

Navy Federal Credit Union

Financial Advisor consulting on member financial goals and promoting NFFG services. Managing client relationships and advising on investment and insurance products.

Posted 6/6/2026full-timeFountain Valley • California • 🇺🇸 United StatesMid-LevelSenior💰 $70,304 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives
Acts as a catalyst for the promotion and growth of NFFG products and services
Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms
Manages moderate dollar volume and moderate member bases

Requirements

What you’ll need

Proven ability to prospect and grow and established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
Effective interpersonal, verbal, and written communications skills
Effective planning, organizational, time management and problem-solving skills
Effective skill building relationships through rapport, trust, diplomacy, and tack
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development to include market strategy, product demonstration and promoting products and services
Experience consulting with customers to assess their financial status and identify investment needs
Effective knowledge of investment and insurance products
Effective knowledge, to interpret industry related laws and government regulations
Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
**Desired Qualifications**
- Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience
- Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
- Desire to pursue relevant financial services designation

Benefits

Comp & perks

Highly competitive pay
Generous benefits and perks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

FINRA Series 7NASAA Series 63NASAA Series 65NASAA Series 66Life & Health Insurance Licensefinancial analysisinvestment productsinsurance productsbusiness developmentmarket strategy

Soft Skills

analytical skillsdecision-makingproblem-solvingorganizational skillsinterpersonal skillsverbal communicationwritten communicationtime managementrelationship buildinginfluencing skills

Certifications

Bachelor’s degree in Business AdministrationBachelor’s degree in FinanceBachelor’s degree in Management